Category "Webinars&quot

There are 41 results found

Learn about the new Producer Results Manager. For more information on all that is included in Partner 2018.3, see the Partner 2018.3 release summary page. – View “Creating Commercial or Personal Prospects” tutorial. – View “PRM – Dashboards and Reports” […]

What you need to know about the new Marketing Automation Manager. For more on what is included in Partner 2018.3, see the Partner 2018.3 release summary page. – Marketing Automation Manager Training Guide (PDF) – View the tutorial on the […]

This webinar reviews Partner XE’s advanced reporting and business intelligence. Some of the items covered in this webinar are: Overview of new Advanced Reports Tips for customization Interactive filters Plans for our Reporting engine moving forward

Printing a Certificate Holder List Renewing into a new template Renewing into an existing certificate template Using mass distribution to quickly email certificates Allowing a client to add a certificate holder via the client portal

This webinar reviews the new and updated enhancements made in the Partner XE 2018.2 Release, including: New Look! Updated layout for Profile Summary Screens Partner XE Outlook Plug-in 2018.2 Release! — You will now be able to assign reminders to […]